Institutional & Family Asset Management’s Pegasystems PEGA Stock Holding History

Institutional & Family Asset Management’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-28	Closed	-$1K	–	776
2022 Q1	$1K	Sell	28 -2	-7%	-$90	﹤0.01%	715
2021 Q4	$2K	Hold	30	–	–	﹤0.01%	678
2021 Q3	$2K	Sell	30 -20	-40%	-$1.33K	﹤0.01%	788
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	785
2021 Q1	$3K	Sell	50 -28	-36%	-$1.83K	﹤0.01%	757
2020 Q4	$5K	Sell	78 -2	-3%	-$128	﹤0.01%	651
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	594
2020 Q2	$4K	Buy	80 +4	+5%	+$173	﹤0.01%	613
2020 Q1	$3K	Hold	76	–	–	﹤0.01%	595
2019 Q4	$3K	Hold	76	–	–	﹤0.01%	678
2019 Q3	$3K	Hold	76	–	–	﹤0.01%	640
2019 Q2	$3K	Hold	76	–	–	﹤0.01%	670
2019 Q1	$2K	Hold	76	–	–	﹤0.01%	732
2018 Q4	$2K	Hold	76	–	–	﹤0.01%	706
2018 Q3	$2K	Hold	76	–	–	﹤0.01%	751
2018 Q2	$2K	Hold	76	–	–	﹤0.01%	737
2018 Q1	$2K	Buy	+76	New	+$2.05K	﹤0.01%	727

Other funds holding PEGA

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Institutional & Family Asset Management's PEGA Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of Pegasystems (PEGA) in Q2 2022, closing a stake of 28 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in PEGA in Q1 2018 and held it in 17 quarters. The position peaked at $5K in Q4 2020. 213 funds tracked by Wall St. Rank hold PEGA as of Q2 2022.

Institutional & Family Asset Management reported no remaining Pegasystems position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 28 Pegasystems shares in Q2 2022, an estimated $1K.
Institutional & Family Asset Management first reported a position in Pegasystems in Q1 2018 and held it in 17 quarters.
Institutional & Family Asset Management's Pegasystems position peaked at $5K in Q4 2020.
213 funds tracked by Wall St. Rank held Pegasystems as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.